Anic Equity¶
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Total return since start: 0.617 %¶
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Equity now: -----------------------------> 49397.72 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45336.51 Kr¶
PnL: ---------------------------------------> 280.51 Kr¶
DD now: ---------------------------------> -7.008 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-04 10:11:50.728621'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 1.540000 | 1686.420000 | 217.420000 | 14.800000 | 1468.999998 |
| Sedana Medical | 93 | 5.580000 | 2711.880000 | 190.880000 | 7.570000 | 2521.000011 |
| Orrön Energy | 180 | 4.420000 | 2147.400000 | 104.400000 | 5.110000 | 2043.000000 |
| Sagax B | 4 | 2.910000 | 892.000000 | 38.000000 | 4.450000 | 854.000000 |
| Platzer Fastigheter Holding B | 12 | 2.720000 | 996.000000 | 35.000000 | 3.640000 | 960.999996 |
| Catena | 2 | 2.640000 | 824.400000 | 32.400000 | 4.090000 | 792.000000 |
| Atrium Ljungberg B | 5 | 1.520000 | 967.000000 | 32.000000 | 3.420000 | 935.000000 |
| JM | 6 | 1.440000 | 890.400000 | 26.400000 | 3.060000 | 864.000000 |
| Sagax A | 4 | 2.330000 | 880.000000 | 26.000000 | 3.040000 | 854.000000 |
| Hoist Finance | 35 | -0.170000 | 1002.750000 | 22.750000 | 2.320000 | 980.000000 |
| Hexatronic Group | 12 | 1.780000 | 985.440000 | 18.440000 | 1.910000 | 966.999996 |
| Gränges | 9 | 1.750000 | 944.100000 | 16.100000 | 1.730000 | 927.999999 |
| Byggmax Group | 33 | 1.450000 | 966.900000 | 10.900000 | 1.140000 | 956.000001 |
| BioGaia B | 8 | 0.510000 | 939.200000 | 9.200000 | 0.990000 | 930.000000 |
| Bilia A | 8 | 0.440000 | 904.000000 | 4.000000 | 0.440000 | 900.000000 |
| Clas Ohlson B | 12 | 0.250000 | 976.800000 | 3.800000 | 0.390000 | 972.999996 |
| EQT | 4 | 0.870000 | 835.200000 | 3.200000 | 0.380000 | 832.000000 |
| AcadeMedia | 8 | 0.700000 | 403.600000 | 1.600000 | 0.400000 | 402.000000 |
| HEXPOL B | 9 | -0.610000 | 1021.500000 | 0.500000 | 0.050000 | 1020.999996 |
| Biotage | 7 | -0.300000 | 940.100000 | -0.900000 | -0.100000 | 940.999997 |
| ASSA ABLOY B | 3 | -0.270000 | 773.700000 | -5.300000 | -0.680000 | 779.000001 |
| OX2 | 13 | 0.410000 | 944.450000 | -5.550000 | -0.580000 | 949.999999 |
| Alimak Group | 11 | 0.480000 | 921.800000 | -6.200000 | -0.670000 | 927.999996 |
| Creaspac SPAC | 39 | 0.110000 | 3701.100000 | -16.900000 | -0.450000 | 3717.999987 |
| Nordic Waterproofing Holding | 7 | 0.150000 | 945.000000 | -22.000000 | -2.280000 | 966.999999 |
| VEF | 909 | 0.500000 | 1827.090000 | -22.910000 | -1.240000 | 1850.000436 |
| Addnode Group B | 11 | -0.670000 | 895.400000 | -25.600000 | -2.780000 | 921.000003 |
| SKF B | 5 | -2.120000 | 912.250000 | -27.750000 | -2.950000 | 940.000000 |
| Vitec Software Group B | 2 | 0.860000 | 1051.000000 | -36.000000 | -3.310000 | 1087.000000 |
| Latour B | 4 | 0.340000 | 820.800000 | -36.200000 | -4.220000 | 857.000000 |
| Indutrade | 5 | 1.640000 | 1180.000000 | -38.000000 | -3.120000 | 1218.000000 |
| Bufab | 3 | 0.000000 | 1053.000000 | -56.000000 | -5.050000 | 1109.000001 |
| Hexagon B | 26 | 0.380000 | 3403.400000 | -57.600000 | -1.660000 | 3461.000010 |
| INVISIO | 16 | 0.440000 | 3616.000000 | -73.000000 | -1.980000 | 3689.000000 |
| BHG Group | 97 | 1.570000 | 1376.430000 | -82.570000 | -5.660000 | 1458.999989 |
| TOTAL | 45336.510000 | 280.510000 | -7.00792% | 45056.000411 |
Updated:¶
'2023-07-04 10:12:07.754940'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
